# Nvest Wealth Strategies, Inc.

> Nvest Wealth Strategies, Inc. is an SEC-registered investment advisory firm in Powell, OH, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 13, 2026.

- CRD: 139758
- Filed as: NVEST WEALTH STRATEGIES, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Powell, OH
- Filing period: October 2026
- Form ADV filing dated: January 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/139758
- AdvisorCensus page: https://advisorcensus.com/firm/nvest-wealth-strategies-inc-powell-oh-139758

## Quick answers

**How is Nvest Wealth Strategies, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Nvest Wealth Strategies, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**How much does Nvest Wealth Strategies, Inc. charge?**
Its Form ADV Part 2A brochure dated January 13, 2026 states: Up to $500,000: 1% a year; $500,000 to $2,000,000: 0.8% a year; $2,000,000 to $4,000,000: 0.6% a year; $4,000,000 to $6,000,000: 0.4% a year; Above $6,000,000: 0.2% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Nvest Wealth Strategies, Inc. located?**
Nvest Wealth Strategies, Inc.'s principal office is in Powell, OH, according to its Form ADV.

**Is Nvest Wealth Strategies, Inc. registered with the SEC or a state?**
Nvest Wealth Strategies, Inc. is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 139758.

**How much does Nvest Wealth Strategies, Inc. manage?**
Nvest Wealth Strategies, Inc. reports $236,690,161 in regulatory assets under management in its Form ADV filing dated January 13, 2026 (94% discretionary).

**How have Nvest Wealth Strategies, Inc.'s assets and staff changed since 2022?**
In the Form ADV data for Nvest Wealth Strategies, Inc.: Regulatory assets under management: $152,864,686 in the October 2022 data and $236,690,161 in the October 2026 data, up 55%. Total employees: 2 in October 2022 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Nvest Wealth Strategies, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (138); high net worth individuals (47); charitable organizations (2).

**Which custodians does Nvest Wealth Strategies, Inc. use?**
Nvest Wealth Strategies, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Nvest Wealth Strategies, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/139758

**Does Nvest Wealth Strategies, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated January 13, 2026 says: "Nvest attempts to open new client account relationships that are $250,000 minimum."

**What changed in Nvest Wealth Strategies, Inc.'s recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $201,510,861 to $236,690,161 (+17%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated January 13, 2026)

- Up to $500,000: 1% a year
- $500,000 to $2,000,000: 0.8% a year
- $2,000,000 to $4,000,000: 0.6% a year
- $4,000,000 to $6,000,000: 0.4% a year
- Above $6,000,000: 0.2% a year

> Investment management fees are asset-based on a percentage of market value under management: Annual Rate $0 - $500,000 1.00% $500,000 - $2,000,000 0.80% $2,000,000 - $4,000,000 0.60% $4,000,000 - $6,000,000 0.40% $6,000,000 - Above 0.20% Asset Range

- Account minimum: $250,000

> Nvest attempts to open new client account relationships that are $250,000 minimum.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $236,690,161
- Discretionary: $223,508,756
- Non-discretionary: $13,181,405

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 138 | $114,120,691 |
| High net worth individuals | 47 | $121,373,723 |
| Charitable organizations | 2 | $1,195,747 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters

### Firm details
- Registered since: 2022 (4 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, OH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- nvestwealth.com
- Facebook @NvestWealthStrategies
- LinkedIn @nvest-wealth-strategies-inc.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $152,864,686 | 2 | March 23, 2022 |
| October 2023 | $140,088,444 | 3 | February 1, 2023 |
| October 2024 | $173,589,368 | 3 | January 30, 2024 |
| October 2025 | $201,510,861 | 3 | January 21, 2025 |
| October 2026 | $236,690,161 | 4 | January 13, 2026 |

Regulatory assets under management: $152,864,686 in the October 2022 data and $236,690,161 in the October 2026 data, up 55%.
Total employees: 2 in October 2022 and 4 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $201,510,861 to $236,690,161 (+17%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Nvest Wealth Strategies, Inc. (CRD 139758): Form ADV filing data as of October 2026.